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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- ZenithVertex delta +more
- Established Date
- 07-27-2009
- Office Locations
- 1
Office Locations
About Fountainhead Financial, LLC
Fountainhead Financial is a Chicago (River North) wealth management RIA providing holistic advice that integrates portfolio management with financial planning. The firm serves retail clients, including entrepreneurs, using asset-allocation portfolios built with ETFs, mutual funds, and fixed income. Planning services include tax and estate planning and insurance/life insurance reviews, with custody relationships including Charles Schwab.
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Owner & Executives
DOMINICK JOSEPH VETRANO JR
Certified Financial Planner, Chief Compliance Officer
- CRD
- #2043867
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEVIN EUGENE WOZNIAK
Certified Financial Planner
- CRD
- #5877357
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $543,200,211 | $5,432,002 |
| Total | $543,200,211 | $5,432,002 |
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Separately Managed Accounts
Total SMA Asset: $543,200,211
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,290,914,443 | 23.3% |
| Equity - Exchange | $1,157,944,715 | 20.9% |
| Cash | $797,818,368 | 14.4% |
| U.S. Government/Agency | $1,573,475,115 | 28.4% |
| Municipal Bonds | $720,252,692 | 13.0% |
| Total | $5,540,405,333 | 100.0% |